IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$21.9M
3
+$12.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.35%
2 Consumer Discretionary 10.12%
3 Industrials 9.02%
4 Financials 7.39%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.92M 0.39%
+17,479
77
$2.9M 0.39%
+56,766
78
$2.81M 0.38%
+21,342
79
$2.8M 0.38%
+46,705
80
$2.74M 0.37%
+17,189
81
$2.74M 0.37%
+11,931
82
$2.71M 0.37%
+22,239
83
$2.64M 0.36%
+47,307
84
$2.59M 0.35%
+50,934
85
$2.58M 0.35%
+53,736
86
$2.57M 0.35%
+15,446
87
$2.49M 0.34%
+26,333
88
$2.49M 0.34%
+28,333
89
$2.49M 0.34%
+31,428
90
$2.48M 0.33%
+32,740
91
$2.42M 0.33%
+95,541
92
$2.41M 0.33%
+25,537
93
$2.41M 0.33%
+20,115
94
$2.39M 0.32%
+94,390
95
$2.38M 0.32%
+42,625
96
$2.38M 0.32%
+7,351
97
$2.37M 0.32%
+29,627
98
$2.35M 0.32%
+66,804
99
$2.35M 0.32%
+36,226
100
$2.35M 0.32%
+20,175
2 3
4
5 6